Web Tax Organizer

 

The Web Client Organizer for 2018 will be available in late January 2019.  Please contact us when you are ready to download your tax organizer and we will upload the data to the website. 

You must set up your own login and password as instructed in the email you receive when the tax organizer is uploaded.  Once you have set up your login and password return to this page and select the link below to access your tax organizer.

 

Please request your organizer by calling or sending us an email.  We will then put your organizer on the Portal.

 

2018 Tax Organizer / Tax Return

Donald C.Hubbard

6507 Pacific Ave. #342

Stockton, CA 95207

 

Updates

Social Security benefits increased by 2.8% for 2019.  The wage base for 2019 increased to $132,900.  

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